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Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT PLAN 2

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #003PY 2023
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SUITE 518, W.W. ORR BLDG, 550 PEACHTREE ST.,NE - ATLANTA, GA 303082209404-686-6039emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#002Retirement-$2.44B assets#001Retirement--
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 686-6039
Plan administrator signer
HILLARY BOLTON
Signed 10/15/2024
How to read this page

Summary metrics

Total assets (EOY)
$271.5M
-3.9% from 2023
Total participants
6,704
+1.0% from 2023
Average account balance
$0
No prior year
Annual return
8.89%
-8.89 pp from 2023

Benchmarks

See 100 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort100 peers
Snapshot2023
Participant deferral / active EE
$0
median $214
Employer contribution / active EE
$0
median $4,624
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $13,363
Admin fee / account holder
$0
median $125
Annual return
8.89%
median 9.85%
Overall peer rank
37th percentileavg across 6 metrics

Analytics

2022 - 2024
Total assets (EOY)
Plan-year ending balance
$260.87M
Average account balance
Total assets / participants with a balance (line 6g)
$39K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,656
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$556K
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$186
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.04%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

MELISSA C. PANARESE

MERCER
Enrollment #2306208
3560 LENOX ROAD
SUITE 2400
ATLANTA, GA 30326
(404) 442-3100
Signed 2024-10-14

Top hat statement on fileNQDC

Filed December 22, 2010 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1I
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$4.7M
$1448 / participant
  • Trustee / custodial$65K1.4%
  • Investment mgmt$450K9.6%
  • Actuarial$235K5.0%
  • Contract admin$150K3.2%
  • Other / not subdivided$4M80.8%
% of EOY assets
1.726%
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
FRAZIER & DEETER
Auditor EIN
581433845
Audit fees
(not subdivided)
Opinion code
Unqualified